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LXU Stock Chart & Stats
$13.61
-$0.19(-2.42%)
At close: 4:00 PM EST
$13.61
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$7.09 - $17.22
Previous CloseN/A
Volume76.43K
Average Volume (3M)897.66K
Market Cap
$818.66M
Enterprise Value$1.31B
Total Cash (Recent Filing)$181.68M
Total Debt (Recent Filing)$491.88M
Price to Earnings (P/E)18.1
Beta0.76
Next Earnings
Jul 29, 2026EPS Estimate
0.31Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.63
Shares Outstanding71,938,840
10 Day Avg. Volume749,527
30 Day Avg. Volume897,661
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.61
Enterprise Value/Revenue2.05
Enterprise Value/Gross Profit10.46
Enterprise Value/Ebitda7.99
Forecast
1Y Price Target
$15.50Price Target Upside13.89% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)1.09
Revenue Forecast (FY)$686.69M
Bulls Say, Bears Say
Bulls Say
Cash GenerationTrailing-twelve-month free cash flow materially exceeded net income and rose sharply year-over-year, showing the company converts earnings into liquid cash. Durable cash generation supports sustaining capex, deleveraging, and optionality for brownfield expansions or acquisitions even through commodity cycles.
Balance-sheet StrengthLeverage has fallen to very low levels versus prior years, providing financial flexibility to fund growth, withstand price cycles, and absorb turnaround costs. A sizable equity base lowers refinancing and liquidity risk, enabling multi-quarter operational plans without dependence on external debt markets.
CCS Progress & Operational ImprovementsAdvancement of El Dorado carbon capture and documented reliability investments demonstrate structural shifts: lower regulatory risk, potential emissions cost advantages, and pathway to capacity/expansion funding (including USDA support). Operational gains raise sustainable output and product mix quality.
Bears Say
Legal ExposureA multi-hundred-million dollar legal claim and forthcoming trial create material uncertainty for cash, management bandwidth and risk of a significant adverse payout. This can impair capital allocation, restrict M&A or dividend policy, and raise refinancing or insurance costs if ruled against the company.
Earnings And Cash-flow CyclicalityRevenue and margins swing with global ammonia/UAN pricing and natural gas costs, evidenced by strong 2022 then a loss in 2024. This structural commodity sensitivity limits predictability of EBITDA and FCF, complicates long-term planning and increases reliance on prudent cash buffers and conservative investment pacing.
Scheduled Plant TurnaroundsRecurring planned outages and turnaround costs are a structural operational risk for a manufacturing-centric business. They reduce annual production, raise unit costs during downtime, and produce quarter-to-quarter profit volatility, pressuring margin sustainability and requiring disciplined scheduling and spare capacity management.
Lsb Industries News
LXU FAQ
What was Lsb Industries, Inc.’s price range in the past 12 months?
Lsb Industries, Inc. lowest stock price was $7.09 and its highest was $17.21 in the past 12 months.
What is Lsb Industries, Inc.’s market cap?
Lsb Industries, Inc.’s market cap is $818.66M.
When is Lsb Industries, Inc.’s upcoming earnings report date?
Lsb Industries, Inc.’s upcoming earnings report date is Jul 29, 2026 which is in 25 days.
How were Lsb Industries, Inc.’s earnings last quarter?
Lsb Industries, Inc. released its earnings results on Apr 29, 2026. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.14.
Is Lsb Industries, Inc. overvalued?
According to Wall Street analysts Lsb Industries, Inc.’s price is currently Undervalued.
Does Lsb Industries, Inc. pay dividends?
Lsb Industries, Inc. does not currently pay dividends.
What is Lsb Industries, Inc.’s EPS estimate?
Lsb Industries, Inc.’s EPS estimate is 0.31.
How many shares outstanding does Lsb Industries, Inc. have?
Lsb Industries, Inc. has 71,938,840 shares outstanding.
What happened to Lsb Industries, Inc.’s price movement after its last earnings report?
Lsb Industries, Inc. reported an EPS of $0.27 in its last earnings report, beating expectations of $0.13. Following the earnings report the stock price went down -1.974%.
Which hedge fund is a major shareholder of Lsb Industries, Inc.?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Neutral
1
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5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$15.50 (13.89% Upside)
$15.50 (13.89% Upside)
Blogger Sentiment
Bullish
LXU Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 405.3K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $72.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▼ 3.9%
Last 30 Days ▼ 3.9%
Technicals
SMA
Positive
20 days / 200 days
Momentum
29.59%
12-Months-Change
Fundamentals
Return on Equity
8.91%
Trailing 12-Months
Asset Growth
1.31%
Trailing 12-Months
Company Description
Lsb Industries, Inc.
LSB Industries, Inc. specializes in the production, distribution, and sale of a diverse array of chemical compounds. The company is a key supplier of nitrogen-based agricultural inputs, including ammonia, fertilizer-grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends, which are essential for enhancing the growth of corn and various other crops. Beyond agriculture, LSB provides a broad spectrum of industrial chemicals. These encompass high-purity and commercial-grade ammonia, high-purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, diesel exhaust fluids, as well as various concentrations of nitric acids. These products serve a wide array of industrial applications, such as semiconductor manufacturing, polyurethane production, pulp and paper processing, water treatment, metals and vanadium processing, power plant emission control, refrigeration, and horticulture. Furthermore, LSB is a significant producer of chemicals for the mining sector. Its offerings include industrial-grade ammonium nitrate and HDAN solutions, critical components for ammonium nitrate fuel oil (ANFO) and specialized emulsions used in surface mining, quarry operations, and construction projects. The company distributes its products through a network of distributors and directly to end-users across the United States, Mexico, and Canada, catering to the agricultural, industrial, and mining industries. Established in 1968, LSB Industries, Inc. operates from its headquarters in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized significant operational progress, strong quarterly financial results (adjusted EBITDA +44% YoY), solid cash generation and balance-sheet strength, along with market dynamics that are supporting favorable pricing. Key near-term negatives include scheduled turnarounds (El Dorado ~35k tons outage and $15–$20M in costs), higher operating costs that partially offset gains, ongoing legal exposure versus Leidos, and persistent global supply-chain and import risks that keep the market uncertain. Management expects continued improvement, meaningful free cash flow, and opportunities to invest in growth supported by market tailwinds and potential government support.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$15.50
▲(13.89% Upside)
Technical Analysis
Ownership Overview
19.19% Insiders
11.54% Mutual Funds
20.28% Other Institutional Investors
33.82% Public Companies and
Individual Investors